Yesterday we released the beta version of CRM Marketing. This means that you can run marketing campaigns directly from your Bitrix24 CRM.
Currently, you have five campaign types at your disposal – mass mail, bulk SMS, voice broadcasting (robocalling), instant messaging and retargeting for Google Adwords and Facebook. If you are on a free plan, you’ll only have access to email marketing campaigns limited to 5,000 messages a month (daily limits apply as well).
If you’ve watched our previous release webinars, then you know the strategy behind our CRM. First, we think that modern CRM must help companies find new clients and prospects. This is why Bitrix24 comes with a variety of lead capturing tools (email, phone calls, social media, website forms and live chat). Second, Bitrix24 helps you effectively process the data that enters your CRM, making sure no lead is abandoned or forgotten. Marketing automation is the final piece of the equation.
Now that CRM Marketing is available to you, you gain two important advantages. You can segment your database and craft different marketing messages to different audiences. And you can fully automate lead nurturing processing, building email sequences and using omni-channel approach to make sure your message is really heard.
As usual, if you have any questions or need help with marketing campaign setup, our partners are at your disposal.
Since CRM Marketing is in beta, we are happy to hear your feedback and suggestions. Please use the form inside the module to share your ideas.
For technical details, please read CRM Marketing Overview helpdesk article - https://helpdesk.bitrix24.com/open/6883119/
Please note that there are changes coming to Bitrix24 plans after January 31, 2018. The number of business tool users available on Bitrix24 Standard plan will be limited to 50. This means that the only cloud plan with unlimited business tool users after January 31 will be Bitrix24 Professional.
This change will affect NEW Bitrix24 Standard accounts only. If you have activated your Bitrix24 Standard subscription prior to January 31, 2018, your account will remain to have unlimited business tool users for the entire duration of your subscription.
If you are using a free Bitrix24 account and considering an upgrade to a paid plan, please be advised to make the switch before the end of the month.
Have you ever had an awesome year, that you can easily deem the best year of your life? Sometimes our best years are the ones that are carefully planned. Other times, amazing years are full of surprises. Unfortunately, we can’t control surprises, but we can control our plans.
Goal setting is an important part of starting and growing a business. According to the 4th Annual Staples National Small Business Survey (Nasdaq: SPLS), 61% of business owners (61 percent) suffer from "ping-pong" syndrome as a result of constant bouncing between competing work demands and distractions. These figures could have been much lower if businesses took advantage of goal setting. Goals give us the direction to go to and simplify decision making in business.
So if you want to reach mind-blowing business success by the end of 2018, it’s best to start planning now. Here is a step-by-step plan of how to make the new year your most productive year ever:
Some of these remarkable tools are available only in the premium plans. However, we really want you to try them. Even if you have already activated your free 30-day trial, you can go to the Subscription tab and get free access to premium features for a month again.
We have introduced a new tool in Bitrix24 tasks called Efficiency Indicator. As the name suggests, it measures how good Bitrix24 users are at completing their tasks on time and without objections. If you complete all your tasks without deadline violations and you aren’t asked to redo anything, your efficiency will be gauged at 100%. If you complete 9 out of 10 tasks successfully on time, the indicator will show a 90% rating.
In addition to building individual reports, you can select Workgroups and Projects among filters. When this is done, the indicator will show how many tasks were completed on time for a given project.
You can use Efficiency as one of your KPIs and improve performance. After all, what gets measured, gets improved!
This is a partner post from MAKE Interactive. Available in self-hosted currently.
MAKE Pages is an add-in for your on premised (self-hosted) Bitrix24 for user-driven content creation. Using the simple categories and page creation, you can create content that is easily navigated, fully indexed by the global search, and categorized. Note that it is not available in the cloud version of Bitrix24.
In practice, the functionality of MAKE Pages can perform any (or all) of the following duties in your intranet:
*Wiki. Content divides into categories and searchable, has internal linking and other wiki-type features. Regular users can make content without access to the Bitrix24 Control Panel.
*Standard Procedures / Formal Documentation: standard operating procedures, policies, by-laws, or rules of conduct can be officially documented along with a history of changes. This add-in was originally developed to provide ISO compliance.
Meet new Leave Management application for Bitrix24, developed by Bitrix24 partner YouNetSI. This app allows to manage staff leave requests flexibly and efficiently. All leave related activities can be performed via Bitrix24: request, review, approve, view history, report, etc. You can also export this report into Excel.
Here is what you can do with this app:
Create an Invoice in FreshBooks from a Bitrix24 Contact, Company or Deal. Select a Contact, Company or a Deal from the list in Bitrix24 CRM, click on «Create invoice in FreshBooks» widget, select a product or a service in the window that will open, and switch to creation of an invoice in FreshBooks interface. A link to the Invoice will appear in FreshBooks, after the Invoice is saved in the additional field of a Bitrix24 Contact, Company or a Deal. If the status of a FreshBooks Invoice changes to «Paid», the app will automatically change the status of the corresponding Invoice in Bitrix24 and will send a notification to a responsible manager.